Meridiem Capital Partners
Latest statistics and disclosures from Meridiem Capital Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AMZN, SYK, CRL, WAT, TRU, and represent 22.52% of Meridiem Capital Partners's stock portfolio.
- Added to shares of these 10 stocks: SYK (+$76M), WAT (+$62M), TRU (+$59M), T (+$54M), AAPL (+$50M), TSLA (+$46M), NFLX (+$43M), CRL (+$40M), FFIV (+$38M), PYPL (+$32M).
- Started 34 new stock positions in AMD, CTSH, TXG, W, DDOG, COIN, CHKP, CDNS, INTC, ELV.
- Reduced shares in these 10 stocks: TSM (-$76M), NVDA (-$65M), MCO (-$64M), AMAT (-$62M), BSX (-$58M), MPWR (-$39M), , ETSY (-$38M), DHR (-$38M), EBAY (-$37M).
- Sold out of its positions in ABT, BABA, AMAT, ALAB, ADSK, BSX, AZTA, CAI, CNC, CRCL.
- Meridiem Capital Partners was a net seller of stock by $-50M.
- Meridiem Capital Partners has $1.5B in assets under management (AUM), dropping by -7.43%.
- Central Index Key (CIK): 0002026798
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Portfolio Holdings for Meridiem Capital Partners
Meridiem Capital Partners holds 63 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Amazon (AMZN) | 5.6 | $87M | -26% | 415k | 208.27 |
|
| Stryker Corporation (SYK) | 5.0 | $76M | NEW | 232k | 328.59 |
|
| Charles River Laboratories (CRL) | 4.1 | $63M | +172% | 362k | 172.50 |
|
| Waters Corporation (WAT) | 4.0 | $62M | NEW | 208k | 297.80 |
|
| Transunion (TRU) | 3.8 | $59M | NEW | 848k | 69.19 |
|
| At&t (T) | 3.5 | $54M | NEW | 1.9M | 28.99 |
|
| Tesla Motors (TSLA) | 3.5 | $54M | +601% | 145k | 371.75 |
|
| Apple (AAPL) | 3.2 | $50M | NEW | 196k | 253.79 |
|
| Mastercard Incorporated Cl A (MA) | 2.9 | $44M | +77% | 89k | 499.66 |
|
| Block Cl A (XYZ) | 2.9 | $44M | +42% | 731k | 60.18 |
|
| Netflix (NFLX) | 2.8 | $43M | NEW | 445k | 96.15 |
|
| Meta Platforms Cl A (META) | 2.6 | $40M | +11% | 70k | 572.13 |
|
| Illumina (ILMN) | 2.5 | $39M | +204% | 313k | 123.26 |
|
| F5 Networks (FFIV) | 2.5 | $38M | NEW | 130k | 289.33 |
|
| Tenet Healthcare Corp Com New (THC) | 2.2 | $34M | +598% | 181k | 188.71 |
|
| Paypal Holdings (PYPL) | 2.1 | $32M | NEW | 714k | 45.23 |
|
| salesforce (CRM) | 2.1 | $32M | +120% | 172k | 186.67 |
|
| Metropcs Communications (TMUS) | 2.1 | $32M | NEW | 153k | 210.03 |
|
| Coreweave Com Cl A (CRWV) | 2.0 | $31M | +16% | 400k | 77.47 |
|
| Advanced Micro Devices (AMD) | 2.0 | $30M | NEW | 148k | 203.43 |
|
| Intel Corporation (INTC) | 1.8 | $27M | NEW | 612k | 44.13 |
|
| Msci (MSCI) | 1.7 | $27M | NEW | 50k | 539.01 |
|
| Intuit (INTU) | 1.7 | $26M | NEW | 60k | 432.38 |
|
| Anthem (ELV) | 1.7 | $26M | NEW | 88k | 292.75 |
|
| Cardinal Health (CAH) | 1.6 | $25M | NEW | 116k | 211.31 |
|
| Corpay Com Shs (CPAY) | 1.5 | $23M | +141% | 80k | 290.99 |
|
| Cloudflare Cl A Com (NET) | 1.5 | $23M | +58% | 109k | 206.34 |
|
| Agilent Technologies Inc C ommon (A) | 1.4 | $21M | -16% | 185k | 113.98 |
|
| Bio-techne Corporation (TECH) | 1.4 | $21M | +58% | 402k | 52.26 |
|
| Roku Com Cl A (ROKU) | 1.4 | $21M | +189% | 221k | 94.62 |
|
| Hewlett Packard Enterprise (HPE) | 1.3 | $21M | NEW | 859k | 23.81 |
|
| Edwards Lifesciences (EW) | 1.2 | $19M | +103% | 233k | 80.08 |
|
| Palo Alto Networks (PANW) | 1.1 | $18M | NEW | 109k | 160.32 |
|
| Chime Finl Com Shs Cl A (CHYM) | 1.0 | $16M | +246% | 845k | 18.73 |
|
| Cadence Design Systems (CDNS) | 0.9 | $14M | NEW | 51k | 277.87 |
|
| Cisco Systems (CSCO) | 0.9 | $14M | NEW | 183k | 77.59 |
|
| Charter Communications Cl A (CHTR) | 0.9 | $14M | +14% | 65k | 215.88 |
|
| Coinbase Global Com Cl A (COIN) | 0.9 | $14M | NEW | 80k | 174.61 |
|
| Datadog Cl A Com (DDOG) | 0.9 | $14M | NEW | 117k | 118.05 |
|
| Akamai Technologies (AKAM) | 0.9 | $13M | NEW | 117k | 114.85 |
|
| Zoom Communications Cl A (ZM) | 0.8 | $12M | NEW | 154k | 80.39 |
|
| Wayfair Cl A (W) | 0.8 | $12M | NEW | 160k | 75.21 |
|
| Cognizant Technology Solutio Cl A (CTSH) | 0.8 | $12M | NEW | 193k | 61.35 |
|
| eBay (EBAY) | 0.7 | $12M | -76% | 126k | 91.02 |
|
| Twist Bioscience Corp (TWST) | 0.7 | $11M | +1030% | 240k | 47.52 |
|
| 10x Genomics Cl A Com (TXG) | 0.7 | $11M | NEW | 524k | 21.23 |
|
| Marvell Technology (MRVL) | 0.7 | $11M | -59% | 107k | 99.05 |
|
| Intuitive Surgical Com New (ISRG) | 0.7 | $11M | -61% | 23k | 460.99 |
|
| Icon SHS (ICLR) | 0.7 | $10M | NEW | 94k | 110.66 |
|
| Synopsys (SNPS) | 0.7 | $10M | -68% | 26k | 396.48 |
|
| Twilio Cl A (TWLO) | 0.7 | $10M | -50% | 81k | 125.82 |
|
| Spotify Technology S A SHS (SPOT) | 0.6 | $9.0M | NEW | 19k | 484.91 |
|
| Fortinet (FTNT) | 0.5 | $8.2M | -46% | 100k | 81.72 |
|
| Bill Com Holdings Ord (BILL) | 0.5 | $7.5M | -28% | 195k | 38.30 |
|
| Dex (DXCM) | 0.5 | $7.4M | NEW | 118k | 62.80 |
|
| Expedia Group Com New (EXPE) | 0.5 | $7.3M | -69% | 31k | 230.89 |
|
| Palantir Technologies Cl A (PLTR) | 0.4 | $6.6M | NEW | 45k | 146.28 |
|
| Dynatrace Com New (DT) | 0.4 | $6.3M | NEW | 172k | 36.98 |
|
| Booking Holdings (BKNG) | 0.4 | $6.2M | -82% | 1.5k | 4210.32 |
|
| Caredx (CDNA) | 0.4 | $5.5M | NEW | 317k | 17.36 |
|
| Check Point Software Tech Lt Ord (CHKP) | 0.3 | $4.2M | NEW | 29k | 142.85 |
|
| Genedx Holdings Corp Com Cl A (WGS) | 0.2 | $3.6M | +167% | 56k | 64.22 |
|
| Arista Networks Com Shs Call Option (ANET) | 0.2 | $3.1M | NEW | 25k | 122.78 |
|
Past Filings by Meridiem Capital Partners
SEC 13F filings are viewable for Meridiem Capital Partners going back to 2025
- Meridiem Capital Partners 2026 Q1 filed May 15, 2026
- Meridiem Capital Partners 2025 Q4 filed Feb. 17, 2026
- Meridiem Capital Partners 2025 Q3 filed Nov. 13, 2025